Don’t wait until the end of the year or when tax time rolls around to wonder what you can do to pay less in taxes. By then it may be too late. Create your windfall today!
We encourage all of the families we work with to introduce us to their children and grandchildren, allowing us an opportunity to help them build a solid Life Plan to guide their financial situation – without reinventing the wheel.
Retirement costs are going up and your retirement income is going down. If you haven’t started planning for it, don’t waste a minute more. Time is the best investment tool you have and you can’t get it back once you lost it.
One of the most well-known investors of the 20th Century, Benjamin Graham, said that “the investor’s chief problem—and even his worst enemy—is likely to be himself.” What Graham understood—and modern research is catching up to—is the idea that we all have emotions and biases that affect our decision-making. The innate wiring built to survive pre-modern times can be counterproductive in our modern world, especially when it comes to investing. Jim and Aaron were special guests this week on our Life Planning 101 podcast. You don't want to miss what they had to say in regards to our emotions and investing.